Compare AU
Compare BBFD vs. IIGF
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the BetaShares Geared Short Us Tr Bond Ch (Hedge Fund) (BBFD) and the Intelligent Investor Aus Eq Grth Fund - Active ETF (IIGF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBFD | IIGF | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 17 |
Median incremental investment | $0 | $1,038.06 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,058.60 |
Average age group | N/A | > 35 |
Key Summary
BBFD | IIGF | |
|---|---|---|
Strategy | N/A | IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to achieve a return of 2% above the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment. |
Top 3 holdings | US 10YR ULTRA FUT MAR25 (0 %) AUD - AUSTRALIA DOLLAR (99.11 %) USD - UNITED STATES DOLLAR (0.89 %) | BHP Group Ltd (7.48 %) CSL Ltd (7.29 %) New Hope Corp Ltd (6.51 %) |
Top 3 industries | Consumer Discretionary (16.56 %) Materials (12.83 %) Health Care (12.50 %) | |
Top 3 countries | Australia (86.90 %) New Zealand (7.31 %) United States (5.79 %) | |
Management fee | 0 % | 0.97 % |
Key Summary
BBFD | IIGF | |
|---|---|---|
Issuer | Intelligent Investor | |
Tracking index | ||
Asset class | Stock | ETF |
Management fee | 0 % | 0.97 % |
Price | $20.48 | $2.92 |
Size | N/A | $98.720 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.28 % | 5.45 % |
Market | ASX | ASX |
First listed date | 05/12/2023 | 05/10/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBFD | IIGF | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 17 |
Median incremental investment | $0 | $1,038.06 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,058.60 |
Average age group | N/A | > 35 |
Pros and Cons
BBFD | IIGF | |
|---|---|---|
Pros |
| |
Cons |
|
BBFD | IIGF |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower dividend/distribution yield | Higher dividend/distribution yield |